Principal Street Partners, LLC
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$612.6M
Holdings
246
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVW
ISHARES S&P 500 GROWTH ETF
Q1 2026: Increased +1.2% (8.7k → 8.9k shares)
6.5%
02
$SPY
SPDR S&P 500 ETF TR
Q1 2026: Increased +2.1% (22.1k → 22.5k shares)
5.3%
03
$EUSA
ISHARES MSCI USA EQUAL-WEIGHTED ETF
Q4 2025: Exited (was 206.0k shares)
4.7%
04
$VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
Q1 2026: New position (4.7k shares)
2.2%
05
$AAPL
APPLE, INC.
Q1 2026: Increased +2.4% (130.6k → 133.8k shares)
2.1%
06
$XOM
EXXON MOBIL CORP
Q1 2026: Sold 4.0% (41.5k → 39.8k shares)
1.8%
07
$RSP
INVESCO EXCHANGE TRADED FD TR
Q1 2026: Sold 5.3% (13.0k → 12.3k shares)
1.7%
08
$BG
BUNGE GLOBAL SA COM
Q4 2025: Exited (was 83.4k shares)
1.7%
09
$VTV
VANGUARD VALUE ETF
Q1 2026: Sold 2.6% (21.0k → 20.5k shares)
1.5%
10
$CHV
CHEVRON CORP
Q1 2026: Sold 4.4% (28.1k → 26.9k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:16 UTC.